Your standard operating process for how you develop and manage your relationships with your best clients is to help them create their plan and meet with them monthly or quarterly, or as a last resort annually, to review and manage progress and keep them on track. This creates a recurring income stream for you.
SCALING ADVISORY – SIMPLE BUT POWERFUL HACKS (Part Three) Read More »
What do you do when you have a meeting with a potential new client that differentiates you from your competitors and that you can leverage across your practice?
SCALING ADVISORY – SIMPLE BUT POWERFUL HACKS (Part Two) Read More »
They are not the same! I‘ve never met an accountant yet that is not doing advisory with their clients at some level. The Advisory Problem that many accountants face is that it is often not structured, not organised and, worst of all, not paid for. The way to change this is keep advisory simple and
EFFICIENCY VERSUS EFFECTIVENESS Read More »
